Herbalife
HLF
197 hedge funds and large institutions have $1.47B invested in Herbalife in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 76 increasing their positions, 68 reducing their positions, and 20 closing their positions.
25% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 20
12% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 68
3% more funds holding
Funds holding: 192 → 197 (+5)
2% more capital invested
Capital invested by funds: $1.44B → $1.47B (+$35.6M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
3.27% less ownership
Funds ownership: 109.47% → 106.2% (-3.3%)
11% less call options, than puts
Call options by funds: $114M | Put options by funds: $128M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFCM
Long Focus Capital Management
San Juan,
Puerto Rico
|
+$9.85M |
| 2 |
Morgan Stanley
New York
|
+$8.91M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$7.98M |
| 4 |
FFL
Flat Footed LLC
Wilson,
Wyoming
|
+$5.4M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$5.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$29.3M |
| 2 |
ACM
Alua Capital Management
New York
|
-$16.4M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$15.7M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$10M |
| 5 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
-$8.86M |
HLF Hedge Fund Activity: Q3 2023 in Review
197 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Herbalife (HLF) for Q3 2023, worth a combined $1.47B — up 2.5% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new HLF positions and 20 closed out — a net gain of 5 holders — while 76 added to existing stakes and 68 trimmed.
The largest buyer was Long Focus Capital Management, adding an estimated $9.85M. The largest seller was Deutsche Bank, cutting an estimated $29.3M.
- 197 institutional investors held Herbalife (HLF) as of Q3 2023, up from 192 in Q2 2023.
- Funds reported $1.47B of Herbalife stock for Q3 2023, up 2.5% quarter-over-quarter.
- 25 funds opened new Herbalife positions in Q3 2023 and 20 closed out, a net change of +5 holders.
- The largest Herbalife buyer in Q3 2023 was Long Focus Capital Management, an estimated $9.85M added.
- The largest Herbalife seller in Q3 2023 was Deutsche Bank, an estimated $29.3M sold.
Based on aggregated 13F filings for Q3 2023.